See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,994 | $70,475-53.2% | $100,516-67.2% | $79,858-58.7% |
| Participation rate | 71.8% | 73.7%-1.9pp | 79.4%-7.6pp | 69.6%+2.2pp |
| Annual return | 0.98% | 21.90%-20.9pp | 30.89%-29.9pp | 31.71%-30.7pp |
| Employer contribution / active EE | $114 | $2,165-94.7% | $3,418-96.7% | $2,471-95.4% |
| Participant deferral / active EE | $1,133 | $5,181-78.1% | $6,270-81.9% | $3,740-69.7% |
| Admin fee / account holder | $7,813 | $4,478+74.5% | $8,081-3.3% | $5,306+47.2% |